Worried that your financial strategy is missing something?

We are here to help you feel confident in your financial future.

The Simplified Retirement Planning Process

At Peak Retirement Planning, we believe the path to your retirement summit should be free of unnecessary complications and stumbling blocks. Our three-step Simplified Retirement Planning Process will give you clear direction and confidence as you pursue your ultimate destination.

Group 2

Discovery Session

  • Get to know you
  • Get to know us
  • Identify areas of potential weakness
  • Are we a good fit to work together?
Group 4

Strategy Session

Discuss ideas and analyze weaknesses

  • Tax planning report
  • RMD report
  • Social Security analysis
  • Risk analysis
  • Fee analysis
  • Income analysis
  • Other comprehensive planning strategies

Choose to Fix

Engage Peak Retirement Planning, Inc.

Group 6

Implementation Session

Welcome to the family!

  • Discuss plan in more detail
  • Finalize decisions together
  • Complete the onboarding process
Group 8

Planning Session

Lifetime relationship

  • Meet at least once a year
    • Tax planning report
    • Further education
    • Adjust plan for changes
  • Available at any time for questions/concerns
  • Value Adds 
  • Referral event
  • Client appreciation event

The Retirement Mountain

Reaching the summit is only the midway point of your journey.

At Peak Retirement Planning, we specialize in helping you get down the mountain to live the retirement you dream of. Here’s a helpful way to think about this process:

Mountain Graphic
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